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Reference ID: RBCAA008881523

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What is the opportunity?

The RBC Dominion Securities branch located downtown Vancouver, BC is looking for an Associate to join a top-performing Portfolio Management team. The successful candidate will have outstanding communication skills, a commitment to providing top level client service, and a minimum of two years of experience in the investment industry.

What will you do?

  • Follow up on client trades to ensure proper settlement and delivery
  • Provide seamless service onboarding new clients
  • Investigate and resolve account-related inquiries
  • Maintain current knowledge of client accounts by reviewing daily activity and applicable reports
  • Utilize contact management system for daily task management and client record-keeping
  • Assist the Portfolio Manager in preparation for client meetings
  • Organize client meetings with Wealth Management specialists
  • Assist with projection analysis, portfolio modeling, and tax preparation
  • Administrative support
  • Deliver a consistently exceptional level of client service to a sophisticated clientele

  • What do you need to succeed?


  • At least two years of Associate experience in the wealth management industry
  • Excellent command of the English language, both verbal and written
  • Attention to detail and excellent time management
  • Exceptional client service skills
  • IIROC licensed, with successful completion of the CSC and CPH
  • Aptitude to learn internal programs and procedures quickly

  • Nice-to-have

  • Working knowledge of RBC Dominion Securities systems, procedures and policies
  • Proficiency in Excel

  • What's in it for you?

  • The opportunity to expand your knowledge and skillset with a top-performing team
  • Ongoing coaching and training in a dynamic, fast-paced environment
  • A comprehensive Total Rewards Program including flexible benefits, competitive compensation, pension program, and employee share purchase plan

  • About RBC
    Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit .

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    Inclusion and Equal Opportunity Employment
    RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.


    City: Vancouver
    Address: 945 Thurlow Street
    Work Hours/Week: 37.5
    Work Environment: Branch
    Employment Type: Permanent
    Career Level: Experienced Hire/Professional
    Pay Type: Salary + Variable Bonus
    Required Travel (%): 0-25
    Exempt/Non-Exempt: N/A
    People Manager: No
    Application Deadline: 02/28/2019
    Req ID: 182330

    Ad Code(s):

    Posted: February 12, 2019
    Closes: April 13, 2019
    Email Address:
    Company Info
    10,000+ employees
    Banking & Finance

    Connect with employer:

    About RBC

    At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re ...